Bank Julius Baer & Co’s iShares Future Exponential Technologies ETF XT Stock Holding History

Bank Julius Baer & Co’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-594,496	Closed	-$39.3M	–	829
2021 Q4	$39.3M	Buy	594,496 +43,117	+8%	+$2.81M	0.21%	85
2021 Q3	$34.6M	Sell	551,379 -11,657	-2%	-$751K	0.21%	83
2021 Q2	$35.6M	Buy	563,036 +106,911	+23%	+$6.58M	0.23%	87
2021 Q1	$27M	Buy	456,125 +12,502	+3%	+$743K	0.2%	97
2020 Q4	$25.4M	Sell	443,623 -21,835	-5%	-$1.15M	0.21%	89
2020 Q3	$22.6M	Buy	465,458 +114,528	+33%	+$5.48M	0.22%	87
2020 Q2	$15.6M	Buy	+350,930	New	+$14.4M	0.18%	93

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank Julius Baer & Co's XT Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 594,496 shares — an estimated $39.3M sold.

Bank Julius Baer & Co first reported a position in XT in Q2 2020 and held it in 7 quarters. The position peaked at $39.3M in Q4 2021. 238 funds tracked by Wall St. Rank hold XT as of Q1 2022.

Bank Julius Baer & Co reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 594,496 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $39.3M.
Bank Julius Baer & Co first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and held it in 7 quarters.
Bank Julius Baer & Co's iShares Future Exponential Technologies ETF position peaked at $39.3M in Q4 2021.
238 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.